Skip to content

Private credit. Less reporting grind.

Private credit monitoring packs, covenant worksheets, borrower follow-ups, and LP updates. Before your morning coffee.

Cosimo brings borrower financials, covenant schedules, and servicing records into a draft review pack. Spend less time assembling the numbers and more time on the credits that need attention.

See a sample credit pack Tell us about your toughest process

Fund operations software by Medici & Company. Configured with your team.

Draft readyFor your approval

Sample documents · fictional fund

Spend the meeting discussing credits, not assembling the pack.See how it’s prepared

The pack before
the credit decision.

Bring borrower financials, supplied covenant terms, and servicing records into one review pack. Keep the calculation and the question it depends on together, so your credit team can decide what needs attention.

How we set it up

From borrower records to credit review

One adjustment.
A different credit picture.

Pitti’s reported leverage depends on an EBITDA adjustment. Inspect the inputs, compare the outcomes, and see what your credit team still needs to confirm.

Read the six-page review pack Illustrative example: fictional records and prewritten outputs.

Sample credit review pack

Inspect the credit pack.

Internal borrower analysis, calculations, and follow-ups are separate from the draft LP update. Figures use the supplied example terms; your team determines the agreement interpretation.

Source links are internal review tools in this example.

Fiorino Debt Partners
Direct Lending Fund I
Q3 2026 · Review copy
1 of 6
Select a section to keep reading.

Have a report like this to prepare?

Tell us what takes too long

Illustrative example using fictional records and prewritten commentary. Cosimo needs to be configured and tested with your fund’s records and review requirements; this is not a live Cosimo session.

Sample record from our fictional fund.

More of the work off your desk

Borrower reports in.
Review packs ready.

Start with the preparation work that eats into your credit team’s week. Configure it around the records and review rules you already use.

Borrower review packs

Bring borrower financials, servicing data, and analyst notes into the same review pack. Show what changed without rebuilding the summary for every credit meeting.

Portfolio summary + borrower pages
Covenant worksheets

Apply your approved formulas to the supplied figures. Show the inputs, limits, and open questions so the credit team can check the result against the agreement.

Calculation worksheet + review questions
Reporting follow-ups

Compare the records received with your reporting calendar. Prepare a list of missing financials and certificates, with draft follow-up emails for your team to send.

Missing-item list + draft emails
Quarterly LP updates

Use approved portfolio figures and commentary to prepare the investor update. Keep cash interest, PIK accruals, and the questions still under review clearly separated.

Draft LP letter + supporting schedules

Configured around your fund

Start with one job.
Make it repeatable.

Use the records your team already receives. Together, we agree what Cosimo needs, what it should prepare, and what your team needs to check.

Setup questions

  1. Choose the work.

    Pick one recurring report or request. Show us the format you use and explain where preparation gets stuck.

  2. Configure and test it.

    Agree which records and definitions to use. Check a trial draft against the sources and identify what still needs your team’s judgment.

  3. Review each draft.

    Your team checks the figures, resolves open questions, and approves what goes out. When the next report is due, start with the new records.

Start with one manual task

Start with one
credit review pack.

Tell us which borrower report or monitoring pack takes up too much of your week. Together, we’ll identify a first task to automate, the records it needs, and the draft your team wants back.

Email us about your toughest process

A few sentences are enough. No documents needed to start.

info@medici.ai